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iShares Russell Mid-Cap Growth ETF
IWP

Overview Fund Activity

406 hedge funds and large institutions have $4.62B invested in iShares Russell Mid-Cap Growth ETF in 2017 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 119 increasing their positions, 131 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
406
Holders Change
-1
Holders Change %
-0.25%
% of All Funds
10.12%
Holding in Top 10
25
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.85%
% of All Funds
0.62%
New
38
Increased
119
Reduced
131
Closed
36
Calls
$1.74M
Puts
$6.83M
Net Calls
-$5.08M
Net Calls Change
-$3.48M

Top Buyers

1
TCT
1
TIAA CREF Trust
Missouri
$463M
2
CIBC Private Wealth Group
2
CIBC Private Wealth Group
Georgia
$110M
3
Morgan Stanley
3
Morgan Stanley
New York
$344M
4
EB
4
Eastern Bank
Massachusetts
$22.4M
5
TAIM
5
TD Ameritrade Investment Management
Nebraska
$212M

Top Sellers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$0
2
TA
2
Teachers Advisors
New York
$30.2M
3
MNA
3
Manning & Napier Advisors
New York
$3.67M
4
SI
4
Stephens Inc
Arkansas
$71.2M
5
Wells Fargo
5
Wells Fargo
California
$440M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWAC
301
Mariner Wealth Advisors (Cincinnati)
Ohio
$227K +$227K +4,384 New
AEPG
302
American Economic Planning Group
New Jersey
$224K – – –
HFA
303
High Falls Advisors
New York
$221K -$52.2K -1,006 -19%
FHA
304
Flagship Harbor Advisors
Massachusetts
$217K +$217K +4,272 New
BA
305
Boston Advisors
Massachusetts
$215K -$149K -2,860 -41%
IWM
306
Integrated Wealth Management
California
$214K – – –
KIA
307
KCM Investment Advisors
California
$213K – – –
RCAG
308
Rehmann Capital Advisory Group
Michigan
$212K +$212K +4,084 New
CS
309
Comerica Securities
Michigan
$210K +$210K +4,046 New
BAM
310
Berkshire Asset Management
Pennsylvania
$210K +$210K +4,048 New
GA
311
Geneva Advisors
Illinois
$200K +$200K +3,860 New
CG
312
Cutler Group
California
$192K +$192K +3,720 New
PMFA
313
Plante Moran Financial Advisors
Michigan
$168K -$10.4K -200 -6%
CFA
314
Carroll Financial Associates
North Carolina
$166K – – –
DADC
315
D.A. Davidson & Co
Montana
$154K -$506K -9,752 -77%
OFW
316
Omnia Family Wealth
Florida
$142K – – –
ST
317
Smithfield Trust
Pennsylvania
$139K – – –
KKAMG
318
Kernodle & Katon Asset Management Group
Arkansas
$138K -$38.8K -746 -22%
BCI
319
Brinker Capital Investments
Pennsylvania
$128K -$38.5K -740 -23%
RFS
320
Rockefeller Financial Services
New York
$125K – – –
GRP
321
Global Retirement Partners
California
$120K – – –
HRC
322
Hoertkorn Richard Charles
$118K – – –
Carson Wealth (CWM LLC)
323
Carson Wealth (CWM LLC)
Nebraska
$117K -$41.8K -802 -26%
LWCFA
324
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$114K – – –
CAL
325
Capital Advisors Ltd
Ohio
$114K +$5.17K +100 +5%
11 12
13
14 15